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Fidelity MSCI Energy Index ETF

259 hedge funds and large institutions have $778M invested in Fidelity MSCI Energy Index ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 19

94% more capital invested

Capital invested by funds: $401M → $778M (+$376M)

44% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 61

19% more funds holding

Funds holding: 218259 (+41)

10.98% more ownership

Funds ownership: 28.69%39.67% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
259
Holders Change
+41
Holders Change %
+18.81%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
67
Increased
88
Reduced
61
Closed
19
Calls
$3.67M
Puts
Net Calls
+$3.67M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
AssuredPartners Investment Advisors
Florida
$6.08M +$5.43M +182,693 New
MMA
27
Miracle Mile Advisors
California
$5.7M +$97.7K +3,285 +2%
EFM
28
Eley Financial Management
Vermont
$5.49M +$16.3K +549 +0.3%
FPGK
29
Financial Partners Group (Kansas)
Kansas
$5.25M +$1.17M +39,427 +34%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.2M +$2.58M +86,722 +131%
SFG
31
SageGuard Financial Group
Tennessee
$5.13M +$2.38M +80,204 +114%
TCM
32
Traynor Capital Management
Pennsylvania
$5.06M +$2.62K +88 +0.1%
KIA
33
KCM Investment Advisors
California
$4.49M -$712K -23,949 -15%
SPIA
34
Steward Partners Investment Advisory
New York
$4.42M +$356K +11,987 +10%
MWM
35
Maltin Wealth Management
New Jersey
$4.25M +$404K +13,580 +12%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.24M +$178K +5,981 +5%
Stifel Financial
37
Stifel Financial
Missouri
$3.99M +$198K +6,652 +6%
YWM
38
Yoder Wealth Management
California
$3.83M -$277K -9,327 -8%
TRIA
39
Trail Ridge Investment Advisors
Colorado
$3.77M +$48.6K +1,635 +1%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$3.63M +$431K +14,482 +16%
JCM
41
Jacobi Capital Management
Pennsylvania
$3.61M -$1.78K -60 -0.1%
NA
42
NewEdge Advisors
Louisiana
$3.52M -$723K -24,328 -19%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$3.35M +$1.16M +38,957 +65%
WQ
44
Wealth Quarterback
New Jersey
$2.92M -$148K -4,989 -6%
UBS Group
45
UBS Group
Switzerland
$2.77M -$2.24M -75,307 -48%
PA
46
Procyon Advisors
Connecticut
$2.58M +$2.25M +75,764 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.55M -$439K -14,756 -16%
SCA
48
Snowden Capital Advisors
New York
$2.49M +$1.41M +47,377 +183%
Raymond James Financial
49
Raymond James Financial
Florida
$2.35M -$47.4K -1,593 -2%
Mariner
50
Mariner
Kansas
$2.15M -$3.81K -128 -0.2%

FENY Hedge Fund Activity: Q1 2026 in Review

259 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Energy Index ETF (FENY) for Q1 2026, worth a combined $778M — up 94% from $401M a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FENY positions and 19 closed out — a net gain of 48 holders — while 88 added to existing stakes and 61 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $71.5M. The largest seller was Hilltop Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 259 institutional investors held Fidelity MSCI Energy Index ETF (FENY) as of Q1 2026, up from 218 in Q4 2025.
  • Funds reported $778M of Fidelity MSCI Energy Index ETF stock for Q1 2026, up 94% quarter-over-quarter.
  • 67 funds opened new Fidelity MSCI Energy Index ETF positions in Q1 2026 and 19 closed out, a net change of +48 holders.
  • The largest Fidelity MSCI Energy Index ETF buyer in Q1 2026 was Charles Schwab, an estimated $71.5M added.
  • The largest Fidelity MSCI Energy Index ETF seller in Q1 2026 was Hilltop Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2026.